| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Beaumont Financial Partners, LLC | 957,958 | 26,986,000 | 39.50% | ||
| 2 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 884,194 | 24,908,000 | 36.46% | ||
| 3 | ENVESTNET ASSET MANAGEMENT INC | 281,433 | 7,928,000 | 11.60% | ||
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 86,884 | 2,448,000 | 3.58% | ||
| 5 | Commonwealth Equity Services, Inc | 74,763 | 2,106,000 | 3.08% | ||
| 6 | ROYAL BANK OF CANADA | 24,588 | 693,000 | 1.01% | ||
| 7 | Argentus Capital Management, LLC | 20,551 | 579,000 | 0.85% | ||
| 8 | UBS AG | 20,328 | 573,000 | 0.84% | ||
| 9 | Jefferies Group LLC | 16,108 | 454,000 | 0.66% | ||
| 10 | KMS FINANCIAL SERVICES, INC | 13,507 | 381,000 | 0.56% | ||
| 11 | Janney Montgomery Scott LLC | 12,532 | 353,026 | 0.52% | ||
| 12 | JANE STREET GROUP, LLC | 11,511 | 324,000 | 0.47% | ||
| 13 | MORGAN STANLEY | 8,825 | 249,000 | 0.36% | ||
| 14 | BANK OF AMERICA CORP /DE/ | 8,497 | 239,000 | 0.35% | ||
| 15 | AMERIPRISE FINANCIAL INC | 1,089 | 31,000 | 0.05% | ||
| 16 | Shamrock Asset Management LLC | 963 | 27,000 | 0.04% | ||
| 17 | AMERICAN INTERNATIONAL GROUP, INC. | 830 | 23,381 | 0.03% | ||
| 18 | Creative Planning | 395 | 11,000 | 0.02% | ||
| 19 | WFG Advisors, LP | 175 | 5,000 | 0.01% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
